Warwick Investment Management, Inc. Incresed Positions in Q3 2025

Warwick Investment Management, Inc.

  • $571 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 0.2%
$192.76 - $203.86 $2.51K - $2.65K
6.47K $1.32M
MS
Morgan Stanley

Financial Services
213
+ 13.17%
$139.09 - $161.16 $29.6K - $34.3K
1.83K $290K
WFC
Wells Fargo & Company

Financial Services
547
+ 12.37%
$77.05 - $85.16 $42.1K - $46.6K
4.97K $416K
MRK
Merck & Co., Inc.

Healthcare
459
+ 10.32%
$77.6 - $87.37 $35.6K - $40.1K
4.91K $411K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 21.88%
$915.95 - $994.57 $76.9K - $83.5K
468 $433K
MPC
Marathon Petroleum Corp

Energy
63
+ 4.59%
$158.59 - $198.69 $9.99K - $12.5K
1.44K $276K
LQD
Ishares Iboxx $ Investment Gra

ETFs
130
+ 0.9%
$107.66 - $112.36 $14K - $14.6K
14.5K $1.62M
PG
Procter & Gamble CO

Consumer Defensive
366
+ 13.81%
$150.47 - $161.22 $55.1K - $59K
3.02K $463K
NFLX
Netflix Inc

Communication Services
79
+ 19.9%
$1147.87 - $1297.18 $90.7K - $102K
476 $570K
NEE
Nextera Energy Inc

Utilities
228
+ 6.39%
$69.77 - $77.54 $15.9K - $17.7K
3.8K $286K
COP
Conocophillips

Energy
13
+ 0.18%
$91.0 - $98.99 $1.18K - $1.29K
7.07K $668K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.85%
$696.56 - $806.32 $2.09K - $2.42K
355 $282K
AMAT
Applied Materials Inc

Technology
4
+ 0.28%
$156.25 - $204.95 $625 - $820
1.41K $288K
SO
Southern CO

Utilities
183
+ 5.56%
$90.83 - $96.0 $16.6K - $17.6K
3.48K $329K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.27%
$23.82 - $25.84 $691 - $749
10.7K $274K
KO
Coca Cola CO

Consumer Defensive
635
+ 13.25%
$65.67 - $71.67 $41.7K - $45.5K
5.43K $359K
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 4.26%
$291.67 - $316.99 $9.33K - $10.1K
783 $237K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.28%
$435.72 - $463.74 $871 - $927
728 $337K
BA
Boeing CO

Industrials
33
+ 2.77%
$209.79 - $237.38 $6.92K - $7.83K
1.22K $264K
LLY
Eli Lilly & CO

Healthcare
34
+ 4.87%
$625.65 - $812.69 $21.3K - $27.6K
732 $558K
VCIT
Vanguard Intermediate Term Cor

ETFs
50
+ 1.15%
$81.75 - $84.54 $4.09K - $4.23K
4.41K $370K
PM
Philip Morris International Inc.

Consumer Defensive
266
+ 13.54%
$157.77 - $183.27 $42K - $48.7K
2.23K $361K
MVIS
Microvision, Inc.

Technology
1K
+ 3.49%
N/A
29.6K $31K
Linde PLC
7
+ 1.31%
N/A
540 $0
Ge Vernova Inc
56
+ 14.36%
N/A
446 $0
VUSB
Vanguard Bd Index Fds
7.53K
+ 15.0%
N/A
57.7K $0
V
Visa Inc.

Financial Services
34
+ 2.31%
$332.09 - $358.86 $11.3K - $12.2K
1.51K $513K
SPGI
S&P Global Inc.

Financial Services
16
+ 3.61%
$484.94 - $564.15 $7.76K - $9.03K
459 $223K
IBM
International Business Machines Corp

Technology
101
+ 2.95%
$234.77 - $292.47 $23.7K - $29.5K
3.52K $993K
FFIN
First Financial Bankshares Inc

Financial Services
85
+ 0.15%
$33.62 - $37.98 $2.86K - $3.23K
56.2K $1.89M
Activity Summary
Buys All Purchases 115 New Holdings 34 Increased Positions 81 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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